See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,142 | $106,890+41.4% | $84,015+79.9% | $152,861-1.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 19.53% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,642 | $2,734-39.9% | $1,983-17.2% | $4,762-65.5% |
| Participant deferral / active EE | $4,777 | $4,011+19.1% | $3,239+47.5% | $5,850-18.3% |
| Admin fee / account holder | $21,442 | $8,285+158.8% | $6,101+251.5% | $11,596+84.9% |